Associate Advisor

Silver Oak Advisory Group is a mature, boutique financial planning and investment advisory firm in downtown Portland, Oregon. We are seeking an associate financial advisor to assist our team practice who will embrace our collaborative culture and support our mission of empowering people to live their best lives. Our client-centric values include acting with honesty and integrity, striving for constant improvement and providing quality service and client satisfaction.

Qualifications

• Bachelor’s degree with 3-5 years financial industry experience
• Experience with financial planning software (MoneyGuide Pro or similar)
• Experience with processes and procedures at Schwab Institutional or similar
• Experience with trading on Schwab Institutional platform or similar
• Familiarity with concepts of portfolio design and diversification with a focus on using Vanguard and Dimensional Fund Advisor investments
• Fundamental understanding of comprehensive personal financial planning, including retirement planning, employee benefits, insurance, investing, asset allocation, estate planning, income tax and executive compensation
• Strong proficiency with G Suite and Microsoft Office applications
• Professional communication skills, both written and verbal
• Detail-oriented, accurate, organized and able to set priorities in managing projects
• Ability to thrive in a collaborative, small-office environment
• Registered Paraplanner(SM), CFP®, or demonstrated progress toward the CFP® preferred

Duties and Responsibilities

• Assist advisors with the organization and analysis of client information, periodic reporting, preparation of financial plans and facilitating responses to client questions
• Support advisors by helping prepare for, attending and following up from client meetings with notes and action items
• Seek regular professional development opportunities

Salary depends on experience and will be based on a national average salary of $50,000-$70,000 per year. After meeting eligibility requirements, other benefits include group health insurance plan, life and disability insurance, 401(k) plan with profit share, subsidized parking or mass-transit pass, and annual contribution toward continuing education. Our self-managed time off policy allows employees to support and nurture both their work and personal lives.

Interested applicants should send their resumes with a cover letter via email to newhire@silveroak.net. Silver Oak Advisory Group is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, national origin, or other legally protected characteristic. No phone calls or direct mail, please. No third parties.